Description
Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.

Duties And Responsibilities

+ Lead financial planning engagements for clients with a net worth of $1-10M.

+ Conduct thorough discovery conversations to identify client goals, values, and financial objectives.

+ Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.

+ Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.

+ Provide mentorship, training, and guidance to wealth advisors on financial planning best practic...